HOLISTIC • PASSIONATE • PERSONALIZED
HOLISTIC PASSIONATE PERSONALIZED
THE ELEVATED WAY
HOLISTIC APPROACH
With a comprehensive look at your overall finances we provide investment advice, tax planning, retirement planning, trusts, and more. We strive to provide the resources necessary for you to reach your goals.
PASSION & EXPERIENCE
We begin every day excited to learn something new and are eager to share our knowledge and experience with you.
PERSONALIZED CLIENT RELATIONSHIP
We get to know you, developing a plan towards retirement and a friendship transcending beyond quarterly reviews.
The Elevated Planning Process
STRATEGY
What would you like your retirement to look like and how would you like your assets to support that vision? During this discovery phase, we define objectives and establish a direction for your planning.
EVALUATION
Analyzing your available assets and income sources relative to your objectives allows our planning team to craft custom scenarios to meet your unique needs and desires.
DESIGN
A plan is formally chosen and the planning pieces are put into place. True collaboration between you and our planning team results in actionable items that reflect your vision for a successful retirement.
REVIEW
What would you like your retirement to look like and how would you like your assets to support that vision? During this discovery phase, we define objectives and establish a direction for your planning.
MARK STIMPSON
MANAGING PARTNER
& CERTIFIED FINANCIAL FIDUCIARY
Mark Stimpson is managing partner of Elevated Financial Management & President of Mark Stimpson and Associates Inc. of Federal Way, WA. For nearly 40 years Mark’s mission has been to bring Clarity, Confidence, & Independence to the retirement planning process.
Since 1979 Mark has specialized in Tax & Income planning along with reducing market risk, minimizing tax liabilities and protecting assets from the ravaging effects of unexpected long term care expenses.
Mark is a Certified Financial Fiduciary & holds a Series 65 Securities License as an Investment Advisor Representative. Mark is a nationally certified Social Security Advisor (NSSA) that teaches both Social Security & Income Planning at 2 local community colleges. Mark is also a Certified Senior Advisor (CSA). Mark teaches financial education through human resource departments & the Heartland Institute of Financial Education.
Mark is a Certified Financial Fiduciary & holds a Series 65 Securities License as an Investment Advisor Representative. Mark is a nationally certified Social Security Advisor (NSSA) that teaches both Social Security & Income Planning at 2 local community colleges. Mark is also a Certified Senior Advisor (CSA). Mark teaches financial education through human resource departments & the Heartland Institute of Financial Education.
Mark is father to 3 wonderful children & 2 grandsons. Mark loves to cook, play golf & really enjoys spending quality time with friends but especially with his beautiful wife of 42 years.
CASEY ELKINS
MANAGING PARTNER
& CERTIFIED FINANCIAL FIDUCIARY
Casey Elkins is a founder and managing partner of Elevated Financial Management and Owner of Elevated Retirement Planning. He believes knowledge is power and strives to educate clients in regards to financial literacy and their personal financial options.
Casey focuses on retirement planning and employs methods to lower tax liabilities, minimize market risk, plan for long term care, and provide a consistent income stream during retirement. He strives to understand his clients wants and needs to ensure that their roadmap for retirement is clear and concise.
If Casey isn’t working he is with his wife of 10 years. Casey spends his free time working on car and motorcycle projects or with friends and family.